Catalyst Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
4,094
-591
| -13% | -$184K | 0.14% | 63 |
|
|
2025
Q1 | $2.45M | Buy |
4,685
+206
| +5% | +$108K | 0.45% | 33 |
|
|
2024
Q4 | $2.27M | Buy |
4,479
+15
| +0.3% | +$7.59K | 0.43% | 33 |
|
|
2024
Q3 | $2.61M | Buy |
4,464
+139
| +3% | +$81.3K | 0.51% | 29 |
|
|
2024
Q2 | $2.2M | Buy |
4,325
+382
| +10% | +$195K | 0.48% | 29 |
|
|
2024
Q1 | $1.89M | Sell |
3,943
-128
| -3% | -$61.3K | 0.49% | 30 |
|
|
2023
Q4 | $2.14M | Buy |
4,071
+232
| +6% | +$122K | 0.61% | 27 |
|
|
2023
Q3 | $1.94M | Buy |
3,839
+649
| +20% | +$327K | 0.62% | 28 |
|
|
2023
Q2 | $1.53M | Buy |
3,190
+287
| +10% | +$138K | 0.55% | 27 |
|
|
2023
Q1 | $1.37M | Buy |
2,903
+211
| +8% | +$99.7K | 0.59% | 28 |
|
|
2022
Q4 | $1.43M | Buy |
+2,692
| New | +$1.43M | 0.73% | 26 |
|